Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$2.25M - $3.09M
|
7.95K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 18.26% |
$760K - $1.04M
|
17.4K
$6.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.55KNew |
$724K - $993K
|
2.55K
$946K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 8.73% |
$680K - $934K
|
29.9K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.17K+ 17.97% |
$614K - $843K
|
14.2K
$5.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.82KNew |
$516K - $708K
|
1.82K
$674K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 28.06% |
$505K - $693K
|
8.13K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.56K+ 6.57% |
$443K - $608K
|
25.4K
$9.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.23KNew |
$349K - $479K
|
1.23K
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$315K - $432K
|
1.11K
$412K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 45.47% |
$309K - $424K
|
3.49K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.04KNew |
$294K - $404K
|
1.04K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
992+ 12.37% |
$281K - $386K
|
9.01K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
989+ 1.81% |
$280K - $385K
|
55.6K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
730New |
$207K - $284K
|
730
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
723+ 87.21% |
$205K - $281K
|
1.55K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
678New |
$192K - $264K
|
678
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
566New |
$160K - $220K
|
566
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
560New |
$159K - $218K
|
560
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
421+ 58.23% |
$119K - $164K
|
1.14K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
415+ 9.96% |
$118K - $161K
|
4.58K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
337+ 10.6% |
$95.5K - $131K
|
3.52K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
184+ 2.14% |
$52.1K - $71.6K
|
8.79K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 22.99% |
$51.8K - $71.2K
|
979
$363K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
148+ 6.61% |
$41.9K - $57.6K
|
2.39K
$884K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 30.46% |
$41.1K - $56.4K
|
621
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
127+ 1.89% |
$36K - $49.4K
|
6.84K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101+ 10.3% |
$28.6K - $39.3K
|
1.08K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
91New |
$25.8K - $35.4K
|
91
$33.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90+ 2.96% |
$25.5K - $35K
|
3.13K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
66+ 0.73% |
$18.7K - $25.7K
|
9.09K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 34.81% |
$17.8K - $24.5K
|
244
$90.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.15% |
$17.6K - $24.1K
|
41.2K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 3.99% |
$15.9K - $21.8K
|
1.46K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
40+ 5.36% |
$11.3K - $15.6K
|
786
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22+ 0.53% |
$6.23K - $8.56K
|
4.16K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
19+ 1.18% |
$5.38K - $7.39K
|
1.63K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
15+ 1.1% |
$4.25K - $5.83K
|
1.38K
$512K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 175.0% |
$3.97K - $5.45K
|
22
$8.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$2.55K - $3.5K
|
9
$3.33K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$283 - $389
|
1
$370
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
1.46MNew |
$450M - $559M
|
1.46M
$540M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.05M+ 224.07% |
$325M - $404M
|
1.52M
$564M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
972K+ 1453.31% |
$300M - $373M
|
1.04M
$385M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
851K+ 786.21% |
$263M - $326M
|
959K
$355M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
674KNew |
$208M - $258M
|
674K
$250M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
659KNew |
$203M - $252M
|
659K
$244M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
643K+ 550.55% |
$198M - $246M
|
759K
$281M
|
|
|
May 06, 2025
Q1 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
614K+ 238.08% |
$190M - $235M
|
871K
$323M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587K+ 174.04% |
$181M - $225M
|
924K
$342M
|
|